Tax and accounting
Brazil’s tax reform calls for clear assumptions and organized evidence.
For tax teams, accounting firms and tax consultancies working in Brazil, Castilho Torres IA combines the legal-tax and fiscal-accounting assistants with documents, research and management. Compliance, filing obligations and the impact of the move to CBS and IBS are analyzed with stated assumptions and material ready for review.
Already have an account? Sign in
What slows the work down today
- The transition means old and new rules coexist for years, client by client.
- Credits and classifications depend on documentary evidence that is not always organized.
- Opinions and technical notes must show their basis to withstand challenge.
How the platform helps
-
Fiscal and Accounting assistant
Compliance, filing obligations and tax impact, with its own analysis protocol.
See module : Fiscal and Accounting assistant -
Assumption map
Every assumption marked as confirmed, to verify or missing before any conclusion.
See module : Assumption map -
Documents and evidence
Invoices, contracts and statements with the source of every figure.
See module : Documents and evidence -
Tracking the transition
Intelligence Reports focused on tax reform, with source and date.
See module : Tracking the transition
The transition, in broad strokes
- 2026: a test year, with CBS at 0.9% and IBS at 0.1%, focused on filing obligations and system adjustments.
- 2027: CBS comes fully into force and PIS and Cofins are abolished.
- 2029 to 2032: ICMS and ISS are phased down while IBS rises proportionally.
- 2033: IBS and CBS fully in force, with ICMS and ISS abolished.
An informational summary of the schedule set by Constitutional Amendment 132/2023 and Complementary Law 214/2025. Always check the statute and the regulations in force before any decision.
Complementary Law No. 214/2025 in the Official Gazette (Portuguese) (opens in a new tab)
Illustrative example
A working week, in practice
- A tax consultancy needs to review the position of ten clients for the transition.
- For each client, the fiscal-accounting assistant builds an assumption map: regime, sector, operations and contracts.
- Unconfirmed assumptions become document-collection tasks with the client.
- A weekly Intelligence Report brings new regulations, with source and date.
- The responsible professional reviews each client’s note and approves it.
Illustrative example with fictional data. Modules and integrations depend on account configuration.
Common questions
See all questionsDoes the platform calculate taxes?
It supports analysis, interpretation and the organization of assumptions and evidence. Official calculations and filings remain in tax systems and under the professional’s responsibility.
Is it suitable for accounting firms?
Yes. The Fiscal and Accounting assistant is designed for compliance, filing obligations and tax impact, as enabled for the account.
How do we keep up with regulations still being issued?
With Intelligence Reports focused on tax reform, showing the source and date of every item. Continuous monitoring requires configuration.
Get through the transition on solid ground.
Try it for seven days, or talk to the team about knowledge bases and workflows for your portfolio.
Already have an account? Sign in